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Integrate Octagon MCP with your AI CRM

Octagon MCP lets agents access authorized public- and private-market intelligence, SEC filings, earnings transcripts, financial metrics, stock data, deep research, and prediction-market analysis.

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Octagon-agent

Orchestrates all agents for comprehensive market intelligence analysis. Capabilities: Combines insights from SEC filings, earnings calls, financial metrics, stock data, institutional holdings, private company research, funding analysis, M&A transactions, investor intelligence, debt analysis, and news and press releases to provide holistic market intelligence. Best for: Complex research requiring multiple data sources and comprehensive analysis across public and private markets. Example queries: 'Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY', 'Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors', 'Retrieve the daily closing prices for AAPL over the last 30 days', 'Analyze AAPL's latest earnings call transcript and extract key insights about future guidance', 'Provide a comprehensive overview of Stripe, including its business model and key metrics', 'Retrieve the funding history for Stripe, including all rounds and investors'

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Octagon-deep-research-agent

A comprehensive agent that can utilize multiple sources for deep research analysis. Capabilities: Aggregate research across multiple data sources, synthesize information, and provide comprehensive investment research. Best for: Investment research questions requiring up-to-date aggregated information from the web. Example queries: 'Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins', 'Analyze the competitive landscape in the cloud computing sector, focusing on AWS, Azure, and Google Cloud margin and growth trends', 'Investigate the factors driving electric vehicle adoption and their impact on battery supplier financials'

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Octagon-prediction-markets-agent

A specialized agent for creating research reports on Kalshi events (Polymarket coming soon). See what's driving prices, compare market vs model probabilities, and find potential mispricings. Note: It's recommended to attempt to retrieve a cached report first as new reports may take several minutes to generate. Example queries: 'https://kalshi.com/markets/kxbtcy/btc-price-range-eoy/kxbtcy-27jan0100', 'https://kalshi.com/markets/kxnbawest/nba-western-conference-championship/kxnbawest-26', 'https://kalshi.com/markets/kxtrdban/congress-banned-from-trading-stocks/kxtrdban-25dec31'

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Prediction markets history

Fetch historical data for a prediction market event by ticker. Supports pagination (limit, cursor) and time window (captured_from, captured_to) and optionally include analysis columns. Note: For a typical Kalshi Market URL, the event ticker is the final segment in the URL. For example, for the URL https://kalshi.com/markets/kxbtcy/btc-price-range-eoy/kxbtcy-27jan0100, the event ticker is kxbtcy-27jan0100.

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How the Octagon MCP integration works

The Octagon MCP integration connects your Dench AI CRM directly to Octagon MCP, so agents can read and act on your Octagon MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

4 actions are available for agents to invoke on your behalf. Every call runs through Octagon MCP's own authorization, scoped to the account you connect.

Set up Octagon MCP in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Octagon MCP and click Connect — you'll authorize access through Octagon MCP's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Octagon MCP in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Octagon MCP integration work with Dench?

The Dench Octagon MCP integration connects your AI CRM to Octagon MCP, so AI agents can work with your Octagon MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Octagon MCP via Dench?

The Octagon MCP integration currently exposes 4 actions, including Octagon-agent, Octagon-deep-research-agent, Octagon-prediction-markets-agent, and Prediction markets history. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Octagon MCP to Dench?

No. You connect Octagon MCP from your Dench workspace using Octagon MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Octagon MCP integration secure?

Connections are authorized through Octagon MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Octagon MCP connection from your workspace settings at any time.

Octagon MCP | Dench AI CRM